Tax Administrative Assistant

Your Journey to Success Starts Here

If you want to be an important part of a team and make an impact in business or the community, SST Accountants & Consultants is your place. Each year, we select new team members for growth, not attrition, and your work makes a difference from day one on the job. Our philosophy is to hire and retain associates that develop the knowledge and experience to become future leaders of the firm.

SST Accountants & Consultants has a 25-year history of providing attractive opportunities for tax, audit, and consulting professionals. From offices in North Dallas and Arlington, Texas, our not not-too-big, not-too-small firm serves clients across the nation. We specialize in accounting and consulting for nonprofit organizations and career schools & colleges, yet also serve a diverse clientele of businesses and individuals.

Job Summary

SST is seeking a Tax Administrative Assistant in the Dallas area

This dual role supports the tax department during busy filing seasons while also handling general office administration duties to ensure a smooth and professional client experience. The ideal candidate is organized, comfortable working in a deadline-driven environment, and enjoys supporting both internal teams and external clients.

Job Details

Job Type

Monday-Friday 100% on-site role

Pay Range

$22.00-$26.00 hourly

Major Responsibilities & Duties

Key Responsibilities:

Tax Support Duties

• Accurately assemble and process completed tax returns for delivery to clients.
• Prepare and manage tax-related documents such as Forms 1040, 1120, 1065, K-1s, and estimated payment calculations.
• Monitor tax deadlines, filing extensions, and e-filing confirmations to ensure compliance.
• Assist in preparing engagement letters, client organizers, and IRS correspondence.
• Digitally scan and archive physical paperwork in accordance with the firm's document management system.
• Maintain secure and organized digital and paper tax files in line with firm policies.

Client & Engagement Support

• Assist in the preparation and tracking of engagement letters and client proposals.
• Assist with onboarding new clients, including setup in firm management and other systems.
• Create and maintain project tasks in firm project management tools.
• Monitor client billing schedules and assist with invoice preparation and processing.

Administrative Office Duties

• Greet clients and manage intake processes and documentation.
• Ensure filing systems are up to date and organized.
• Handle incoming/outgoing mail, courier deliveries, and document distribution.
• Answer phone calls, route inquiries, and provide support to clients and internal teams.
• Perform document scanning and archiving in compliance with record retention policies.
• Support general office organization and upkeep to maintain a professional work environment.
• Additional responsibilities as assigned.
• Crosstrain in other departments or duties to assist the team during peak business and PTO.

Requirements & Qualifications

Education & Experience

• 2–3+ years in an administrative or tax support role (public accounting firm experience preferred).
• Familiarity with tax software (e.g., CCH Axcess Tax, SafeSend, etc.) is a plus.
• High school diploma or equivalent required.

Skills & Competencies

• Strong proficiency in Microsoft Office (Word, Excel, Outlook) and Adobe Acrobat.
• Experience working with digital filing/document management systems.
• Excellent attention to detail and time management skills.
• Ability to multitask and manage competing priorities.
• Professional, dependable, and maintains confidentiality.
• Strong written and verbal communication skills.

Seize an Opportunity

We're not just looking for bodies to fill chairs. We're looking for people who care about using their accounting education to grow with us, and have a rewarding career and lifestyle.